Upbound GroupUPBD
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 245 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, down 2 from Q2 2024. 30 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($277.7M), Vanguard Group Inc. ($213.3M) and FMR LLC ($138.2M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $25.1M |
| Exits | 33 | $99.6M |
All 13F filers, Q2 2024 → Q3 2024: 4,844,405 shares bought and 10,173,331 shares sold, net −5,328,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| BlackRock, Inc. | 0.01% | — | 8,681,206 | $277.7M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 6,667,863 | $213.3M |
| FMR LLC | 0.01% | Reduce -25.0% | 4,320,993 | $138.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.9% | 2,235,463 | $71.5M |
| State Street Corp. | 0.00% | Add +2.2% | 2,028,224 | $64.9M |
| LSV Asset Management | 0.12% | Reduce -0.7% | 1,681,953 | $53.8M |
| Geode Capital Management, LLC | 0.00% | Add +4.7% | 1,217,880 | $39.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 914,047 | $29.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +134.6% | 846,082 | $27.1M |
| Huber Capital Management LLC | 5.39% | Add +12.4% | 837,804 | $26.8M |
| Ieq Capital, LLC | 0.30% | Reduce -84.3% | 756,498 | $24.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 742,707 | $23.8M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +0.0% | 694,377 | $22.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +29.2% | 683,428 | $21.9M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 632,257 | $20.2M |
| Qube Research & Technologies Ltd | 0.04% | Add +204.7% | 608,771 | $19.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +58.6% | 561,949 | $18.0M |
| Northern Trust Corp. | 0.00% | Add +2.7% | 535,127 | $17.1M |
| Bank of America Corp. | 0.00% | Add +58.8% | 476,249 | $15.2M |
| Wellington Management Group LLP | 0.00% | Add +2864.5% | 405,569 | $13.0M |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 373,885 | $12.0M |
| Bragg Financial Advisors, Inc | 0.47% | Add +0.8% | 356,038 | $11.4M |
| D. E. Shaw & Co. | 0.01% | Add +138.8% | 319,830 | $10.2M |
| Barclays PLC | 0.00% | Add +42.5% | 316,225 | $10.1M |
| Federated Hermes, Inc. | 0.02% | Add +6.2% | 300,727 | $9.6M |
| Algert Global LLC | 0.23% | Add +82.8% | 265,661 | $8.5M |
| Cubist Systematic Strategies, LLC | 0.11% | Add +231.6% | 234,348 | $7.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.9% | 231,053 | $7.4M |
| Millennium Management | 0.01% | Add +96.0% | 199,790 | $6.4M |
| Citadel Advisors | 0.01% | Add +50.7% | 198,689 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Add +130.3% | 182,397 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.4% | 178,018 | $5.7M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +355.6% | 169,521 | $5.4M |
| Verition Fund Management LLC | 0.04% | Reduce -42.2% | 154,093 | $4.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -20.8% | 150,127 | $4.8M |
| Rhumbline Advisers | 0.00% | Add +1.6% | 144,617 | $4.6M |
| Norges Bank | 0.00% | Reduce -34.7% | 142,181 | $4.5M |
| Legal & General Group Plc | 0.00% | Add +3.9% | 130,475 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.2% | 127,862 | $4.1M |
| Philadelphia Financial Management of San Francisco, LLC | 0.86% | New | 126,139 | $4.0M |
| Walleye Capital LLC | 0.05% | Add +137.9% | 120,369 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.7% | 120,141 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.4% | 118,583 | $3.8M |
| Citigroup Inc. | 0.00% | Add +26.9% | 118,042 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +18.6% | 115,958 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +4.8% | 103,292 | $3.3M |
| Segall Bryant & Hamill, LLC | 0.04% | Add +1.7% | 102,811 | $3.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +3223.7% | 101,405 | $3.2M |
| Davidson Kempner Capital Management LP | 0.11% | New | 100,000 | $3.2M |
| Landscape Capital Management, L.L.C. | 0.32% | Reduce -9.1% | 98,605 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Add +153.0% | 98,421 | $3.1M |
| Intech Investment Management LLC | 0.03% | Add +288.6% | 95,989 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.1% | 94,129 | $3.0M |
| Allianz Asset Management GmbH | 0.00% | Add +4.7% | 91,640 | $2.9M |
| Swiss National Bank | 0.00% | No change | 91,100 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +157.0% | 87,914 | $2.8M |
| Man Group plc | 0.01% | Reduce -31.3% | 81,732 | $2.6M |
| Marshall Wace, LLP | 0.00% | Reduce -79.6% | 80,885 | $2.6M |
| New York State Teachers Retirement System | 0.01% | Add +0.5% | 80,578 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +23.9% | 80,123 | $2.6M |
| First National Bank of Omaha | 0.16% | Reduce -8.0% | 76,187 | $2.4M |
| AXA S.A. | 0.01% | New | 73,423 | $2.3M |
| Voloridge Investment Management, LLC | 0.01% | New | 73,328 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -1.8% | 70,980 | $2.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +52.5% | 69,100 | $2.2M |
| Panagora Asset Management Inc. | 0.01% | New | 66,198 | $2.1M |
| Quantbot Technologies LP | 0.08% | New | 66,177 | $2.1M |
| First National Advisers, LLC | 0.33% | Add +3.5% | 65,236 | $2.1M |
| Raymond James & Associates | 0.00% | Reduce -10.6% | 64,363 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.8% | 64,051 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.8% | 61,953 | $2.0M |
| Caxton Associates LP | 0.09% | Add +94.0% | 60,402 | $1.9M |
| Engineers Gate Manager LP | 0.04% | Add +105.8% | 58,793 | $1.9M |
| Kendall Capital Management | 0.55% | Add +3.7% | 56,080 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.13% | Add +181.5% | 55,025 | $1.8M |
| Interval Partners, LP | 0.05% | Reduce -17.2% | 54,061 | $1.7M |
| Martingale Asset Management L P | 0.04% | Reduce -40.9% | 50,691 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +4.2% | 50,671 | $1.6M |
| Secure Asset Management, LLC | 0.27% | Add +22.5% | 50,376 | $1.6M |
| UBS Group AG | 0.00% | Reduce -24.8% | 48,131 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -34.4% | 45,356 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 44,458 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +7.3% | 44,415 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +45.8% | 44,232 | $1.4M |
| Amundi | 0.00% | Add +7.3% | 43,502 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -42.7% | 38,825 | $1.2M |
| Graham Capital Management, L.P. | 0.07% | Add +410.4% | 38,812 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Add +3.2% | 38,224 | $1.2M |
| Summit Global Investments | 0.08% | New | 37,997 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.35% | Add +28.6% | 37,012 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +24.8% | 33,957 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +23.0% | 33,870 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +32.8% | 33,862 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 33,600 | $1.1M |
| Teza Capital Management LLC | 0.12% | Add +102.7% | 33,192 | $1.1M |
| Edgestream Partners, L.P. | 0.05% | Reduce -76.5% | 32,991 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -35.0% | 32,700 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -46.3% | 32,099 | $1.0M |
| Aquatic Capital Management LLC | 0.03% | Reduce -10.5% | 31,600 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | No change | 31,007 | $992K |
| Deerfield Management Company, L.P. | 0.02% | New | 31,004 | $992K |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.5% | 30,602 | $979K |
| Point72 Asset Management | 0.00% | New | 30,373 | $972K |
| Franklin Resources Inc. | 0.00% | Add +29.0% | 32,791 | $963K |
| ClariVest Asset Management LLC | 0.10% | No change | 31,132 | $956K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.3% | 29,393 | $940K |
| AQR Capital Management | 0.00% | Reduce -4.7% | 29,272 | $936K |
| State of Alaska, Department of Revenue | 0.01% | Add +5.6% | 27,773 | $888K |
| Jefferies Financial Group Inc. | 0.02% | Add +83.3% | 27,500 | $880K |
| STRS Ohio | 0.00% | Add +7.0% | 26,100 | $835K |
| Illinois Municipal Retirement Fund | 0.01% | Add +6.3% | 25,882 | $828K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -30.6% | 25,760 | $826K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -42.9% | 25,799 | $825K |
| Napatree Capital LLC | 0.57% | Reduce -4.6% | 25,627 | $820K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.8% | 24,880 | $796K |
| Wakefield Asset Management LLLP | 0.26% | Reduce -1.0% | 24,850 | $795K |
| Janus Henderson Group PLC | 0.00% | No change | 23,555 | $754K |
| Louisiana State Employees Retirement System | 0.01% | Add +4.4% | 23,500 | $752K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -25.5% | 23,133 | $740K |
| ProShare Advisors LLC | 0.00% | Add +37.6% | 22,192 | $710K |
| Wells Fargo & Company | 0.00% | Reduce -14.1% | 21,848 | $699K |
| CoreCap Advisors, LLC | 0.03% | Add +8.9% | 21,495 | $688K |
| LPL Financial LLC | 0.00% | Add +0.0% | 21,057 | $674K |
| Nebula Research & Development LLC | 0.08% | New | 20,360 | $651K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -55.4% | 21,696 | $637K |
| Tudor Investment Corporation | 0.01% | New | 19,675 | $629K |
| Prelude Capital Management, LLC | 0.05% | New | 19,191 | $614K |
| New York State Common Retirement Fund | 0.00% | Reduce -17.5% | 18,851 | $603K |
| Yousif Capital Management, LLC | 0.01% | Add +3.6% | 18,730 | $599K |
| KBC Group NV | 0.00% | No change | 18,596 | $595K |
| Fox Run Management, L.L.C. | 0.13% | Add +142.0% | 18,238 | $583K |
| Jones Financial Companies LLLP | 0.00% | Reduce -11.1% | 17,408 | $565K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 17,222 | $551K |
| Headlands Technologies LLC | 0.06% | New | 17,162 | $549K |
| Voya Investment Management LLC | 0.00% | Reduce -4.8% | 17,152 | $549K |
| Comerica Bank | 0.00% | Add +3.9% | 16,970 | $543K |
| Maryland State Retirement & Pension System | 0.01% | Add +5.2% | 16,435 | $526K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -0.8% | 15,887 | $508K |
| Centiva Capital, LP | 0.02% | Reduce -27.2% | 15,474 | $495K |
| Cornercap Investment Counsel Inc. | 0.14% | Reduce -51.4% | 15,210 | $487K |
| Redwood Investment Management, LLC | 0.04% | Reduce -14.6% | 14,916 | $484K |
| Counterpoint Mutual Funds LLC | 0.09% | Add +6.6% | 14,620 | $468K |
| Amalgamated Bank | 0.00% | Add +3.5% | 14,491 | $464K |
| CenterBook Partners LP | 0.03% | New | 14,353 | $459K |
| Alps Advisors Inc. | 0.00% | Reduce -7.9% | 14,173 | $453K |
| Rafferty Asset Management, LLC | 0.00% | Add +4.9% | 13,865 | $444K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +67.0% | 13,481 | $431K |
| Arizona State Retirement System | 0.00% | Add +3.3% | 13,371 | $428K |
| Inspire Investing, LLC | 0.04% | Add +12.7% | 12,980 | $415K |
| MQS Management LLC | 0.21% | Add +23.3% | 11,805 | $378K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -9.3% | 11,530 | $369K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +4.6% | 11,416 | $365K |
| Renaissance Technologies | 0.00% | Reduce -50.8% | 11,312 | $362K |
| Cetera Investment Advisers | 0.00% | Reduce -2.5% | 11,099 | $355K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,674 | $341K |
| Olympiad Research LP | 0.22% | New | 10,491 | $336K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.8% | 10,403 | $333K |
| EntryPoint Capital, LLC | 0.19% | Add +372.4% | 10,398 | $333K |
| American Century Companies Inc. | 0.00% | Reduce -95.1% | 10,335 | $331K |
| Natixis Advisors, LLC | 0.00% | New | 10,291 | $329K |
| Tributary Capital Management, LLC | 0.03% | Reduce -2.4% | 10,200 | $326K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -8.1% | 9,992 | $320K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,452 | $302K |
| Gsa Capital Partners LLP | 0.02% | Reduce -68.1% | 9,413 | $301K |
| Vise Technologies, Inc. | 0.04% | Reduce -14.9% | 9,266 | $296K |
| TD Asset Management Inc | 0.00% | New | 9,000 | $292K |
| Corton Capital Inc. | 0.14% | Add +35.1% | 8,903 | $285K |
| Wolverine Asset Management LLC | 0.03% | No change | 8,652 | $277K |
| Royal Bank of Canada | 0.00% | Add +20.0% | 8,289 | $265K |
| Dark Forest Capital Management LP | 0.03% | New | 8,033 | $257K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.3% | 7,505 | $254K |
| Shell Asset Management Co. | 0.01% | — | 7,865 | $252K |
| Petrus Trust Company, LTA | 0.02% | Reduce -30.3% | 7,846 | $251K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -62.1% | 7,809 | $247K |
| State of Wyoming | 0.03% | Add +44.5% | 7,418 | $237K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -0.6% | 7,320 | $234K |
| Blueshift Asset Management, LLC | 0.06% | New | 7,259 | $232K |
| Virtu Financial LLC | 0.01% | New | 7,158 | $229K |
| Ritholtz Wealth Management | 0.01% | Reduce -37.7% | 7,134 | $228K |
| Optimist Retirement Group LLC | 0.10% | No change | 7,075 | $226K |
| Prentice Wealth Management LLC | 0.07% | Reduce -2.8% | 6,984 | $223K |
| AlphaQuest LLC | 0.02% | Reduce -75.9% | 6,682 | $214K |
| PEAK6 Investments LLC | 0.01% | New | 6,630 | $212K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,390 | $204K |
| Sei Investments Co. | 0.00% | Reduce -42.8% | 6,348 | $203K |
| Pictet Asset Management Holding SA | 0.00% | New | 6,304 | $202K |
| Magnetar Financial LLC | 0.01% | New | 6,285 | $201K |
| Trajan Wealth LLC | 0.01% | New | 6,265 | $200K |
| nVerses Capital, LLC | 0.09% | New | 6,000 | $192K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,479 | $175K |
| Palouse Capital Management, Inc. | 0.10% | Reduce -1.4% | 4,776 | $153K |
| SG Americas Securities, LLC | 0.00% | New | 4,440 | $142K |
| Osaic Holdings, Inc. | 0.00% | Add +34.4% | 3,484 | $111K |
| Harbour Investments, Inc. | 0.00% | Add +20.5% | 3,357 | $107K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -43.5% | 3,356 | $107K |
| Quarry LP | 0.03% | Add +374.3% | 3,282 | $105K |
| Carolina Wealth Advisors, LLC | 0.04% | Add +1.5% | 2,469 | $79K |
| Lazard Asset Management LLC | 0.00% | Reduce -86.5% | 2,308 | $72K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.1% | 1,873 | $60K |
| Blue Trust, Inc. | 0.00% | Add +40.1% | 1,566 | $48K |
| Cwm, LLC | 0.00% | Reduce -16.5% | 1,282 | $41K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,200 | $38K |
| Covestor Ltd | 0.02% | Add +268.8% | 1,136 | $37K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $35K |
| Wolff Wiese Magana LLC | 0.02% | No change | 1,000 | $32K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -7.5% | 805 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 790 | $25K |
| TD Private Client Wealth LLC | 0.00% | No change | 746 | $24K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 600 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.8% | 464 | $15K |
| US Bancorp \de | 0.00% | Add +54.0% | 465 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 382 | $12K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $11K |
| J.Safra Asset Management Corp | 0.00% | Add +790.9% | 294 | $10K |
| GAMMA Investing LLC | 0.00% | Add +8.3% | 275 | $9K |
| Quadrant Capital Group LLC | 0.00% | Reduce -23.7% | 254 | $8K |
| Main Street Group, LTD | 0.00% | Add +0.9% | 234 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -18.9% | 227 | $7K |
| Partnership Wealth Management, LLC | 0.00% | Reduce -98.3% | 200 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -45.0% | 169 | $5K |
| Hemington Wealth Management | 0.00% | New | 178 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -36.3% | 102 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -3.0% | 96 | $3K |
| Bessemer Group Inc. | 0.00% | New | 85 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 86 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Add +30.6% | 81 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 81 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -34.6% | 68 | $2K |
| Rothschild Investment LLC | 0.00% | Add +160.0% | 65 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 64 | $2K |
| Sterling Capital Management LLC | 0.00% | — | 55 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 50 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.7% | 50 | $2K |
| Allworth Financial LP | 0.00% | Reduce -15.4% | 44 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 26 | $1K |
| Arax Advisory Partners | 0.00% | No change | 20 | $640 |
| Pineridge Advisors LLC | 0.00% | No change | 18 | $576 |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $512 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.1% | 12 | $384 |
| Versant Capital Management, Inc | 0.00% | Reduce -97.3% | 10 | $320 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 4 | $128 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $32 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.